User guide

Chapter 7, Creating Export Series and Export Jobs
7-234 Ipro eCapture User Guide www.iprotech.com
Q1 2014 877-324-4776
To save a new template based on manually selected fields, click the drop-
down list, choose Save As, click . The Save Template As dialog
appears.
Select from the following:
• System Template - available to all Export Jobs
• Client Template - available only to the Client
For System Template or Client Template, enter a meaningful name for
the template.
• File - saves to a physical .INI file in selected location
For a File template (.INI), click to display the File Browser dialog.
Browse to a location, enter a filename, and click Open. The Save Tem-
plate As dialog appears indicating the pathname in the Location field.
Click Save.
To select an existing user created field list template saved as a physical
.INI file, click the drop-down list, choose Browse, and click . The Open
dialog appears. Browse to the saved template (.INI) file and click Open. A
warning dialog box appears indicating that loading fields from a template will
clear any selections, including group fields and field label modifications. Click
Yes to continue.